Herbert Ong(@herbertong):Tesla's biggest opportunity may be selling productive capacity, not just vehicles. That's the implication of @CernBasher's automated-economy thesis. Robotaxi targets the driving task across transportation, not merely the rideshare market. Optimus aims to extend automation into physical work, while SpaceX develops the communications and compute infrastructure supporting it. If those systems become reliable and economical, their market expands with the tasks they can perform. The constraint becomes useful work delivered at a competitive cost, not simply how many machines can be manufactured. $TSLA

Herbert Ong

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参加 July 2008

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Herbert Ong@herbertong

2026.11.07 15:06

Tesla's biggest opportunity may be selling productive capacity, not just vehicles. That's the implication of @CernBasher's automated-economy thesis. Robotaxi targets the driving task across transportation, not merely the rideshare market. Optimus aims to extend automation into physical work, while SpaceX develops the communications and compute infrastructure supporting it. If those systems become reliable and economical, their market expands with the tasks they can perform. The constraint becomes useful work delivered at a competitive cost, not simply how many machines can be manufactured. $TSLA